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As soon as there is a new gatekeeper like Anthropic or OpenAI there will be a new moat and monopoly. They're still running the same playbook.
by meheleventyone 1y ago
As soon as there is a new gatekeeper like Anthropic or OpenAI there will be a new moat and monopoly. They're still running the same playbook.
- toomuchtodo 1y agoMaybe! It was hard to build Google, but it is rapidly getting easier to train models and serve inference (DeepSeek). The learning rate and cost decline curve are direct inputs into democratization (imho). So perhaps we should hope the gold rush continues for now? That aggregate investment FOMO is our collective opportunity. Until then, keep the racks of storage and GPUs comin'.